The fund reported net assets of $668.34 million and 92,440,417 units on issue, with a management fee of 0.64 percent per annum. Risk metrics show aBetaof 0.85 and aStandard Deviationof 9.52, both figures consistent with the fund's stated objective of delivering lower volatility than …
Your twenties are typically when financial habits form for the first time. Income is often lower, but so are responsibilities — which creates a window for establishing behaviours that will compound in your favour for decades.
To construct the portfolio, the investment team analyses a global universe of more than 15,000 companies, applying constraints relative to the index at the stock, sector and regional level. This approach is intended to maintain diversification, manage portfolio risk and avoid extreme positioning relative …
The manager's stated approach is to identify companies expected to deliver futureEarningsgrowth above the level anticipated by the broader market, typically assessed on a three-to-five-year horizon, an approach the manager refers to as targeting 'a positive growth gap'. The fund carries a management fee …
Magellan Financial Group (ASX: MFG) has spent years trying to shake off its reputation as aFund Managerin permanent decline, battered by outflows, key-person departures and a share price far removed from its glory days. Its FY26 results, released on 27 August 2026, mark the …
Macquarie (ASX:MQG) Asset Management's move into Victoria's land registry hands the group a stake in one of the state's most defensive assets, and cements its position across Australia's registry infrastructure just as economists warn of fresh housing-market strain.
A rejected buyout of Ingenia has crystallised what advisers have been predicting all year: buyout firms are sitting on record cash, and Australia's listed real estate names are squarely in the crosshairs.
A decade of state privatisations has quietly turned the humble land title into a prized infrastructure asset. Macquarie (ASX:MQG)'s push into Victoria's registry crystallises a policy debate about monopoly, pricing and the price governments paid for one-off windfalls.
In September 2026, with a more hawkish US Federal Reserve and the Australian dollar sensitive to shifting rate expectations, the hedged-versus-unhedged decision is squarely in focus. This article explains how IHWL works, why it is in focus, and the catalysts and risks that could …
In September 2026, FAIR faces a tougher test: its exclusions have weighed on recent performance, and its tilt towards defensive and rate-sensitive sectors has been challenged by the higher-rate environment. This article explains how FAIR works, why it is in focus, and the catalysts …